Greater Boston
Exit Planning Exchange Summit 2024
We are excited to announce that individual ticket registration is now open for the 2024 XPX Summit. Our pinnacle annual event is scheduled for May 14th, kicking off with lunch from 11:30 am – 12:30 pm. With Nutter again serving as our gracious host, we have lined up an incredible group of speakers who will share their expertise in a variety of session formats (e.g., fireside chats, “ted talk”, panel, etc.).
All the best,
Schedule
Check In & Networking Lunch
Welcome & Introductions
Session 1
“Why I Hired You, Why I Fired You”
Host/Moderator: Gaby Jenkins, Co-Founder,
Waypoint Growth Advisors
Sharing Their Expertise:
- Tim Andersen, CEO of Vertical Mechanical Group
Session 2
“Tools & Tech for Better Engagement”
Introduction: Paul Schmid, Partner at ArentFox Schiff LLP
“Ted-Talk” Speaker:
- Luis Cortes, Marketing Executive at Red Hat (IBM), AI expert, investor and serial entrepreneur
Networking Break
Session 3
"Building Better Client Relationships"
Host/Moderator: Greg Romero, Founder and Principal of Romero Solutions Group
Sharing Their Expertise:
- Victoria Nessen, Director of Marketing and Growth, CFAR: Coaching and Consulting
- Ken Foraste, Chief Executive Officer of The Coyle Company
Session 4
“Building and Transitioning Your Practice”
Host/Moderator – Josh French, Partner at Nutter, McClennen & Fish
Sharing Their Expertise:
- Sarah Grossman, Principal and Owner of BayState Business Brokers
Closing Speaker
“State of the Economy”
Sponsor Introductions:
- Derek Mohamed, MD, Private Wealth Advisor & Leland Mindnich, VP, Private Wealth Advisor of Mohamed Merola Private Wealth (JP Morgan)
Sharing Their Expertise:
- Stephen Jury, Senior Strategist at JP Morgan
Networking Reception
Tickets & Registration
*Contact angie@exitplanningexchange.com to get your promo code.
A $25.00 Same Day/Walk-In Fee Registrations will be added to the above fees. Please register early.
Summit Venue Host
Summit Sponsors
